Accounting & Tax Planning
Three Ways the Tax Code Helps Low- and Moderate-Income Clients (Journal Article)
This article appeared in the September 2020 Journal of Financial Service Professionals.
Financial Planning
Twenty-Five Examples Illustrating How 529 Plans Can Benefit Clients (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals.
Financial Planning
Program Overview On February 12, 2021, the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) confirmed that “Improving Investment Advice for Workers & Retirees,” (the Prohibited Transaction Class Exemption) an exemption for investment advice fiduciaries, goes into effect as scheduled on Feb. 16, 2021. As this presentation is being prepared, EBSA will be coming [...]